$65MM AUM | $360,000 GDC in Beaverton, OR

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
General
Location
Beaverton, OR, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$65,000,000.00
Gross Revenue
$360,000.00
# of Accounts
1,200
Avg Client Age
58
Overview

I am a buyer. I am in my mid-40's and have been in the industry for over 23 years.

I own a practice that focuses on long-term financial planning and investing, as well as income distribution planning in retirement. I work with small business owners as well as individuals and families who meet my criteria.

I purchased a practice in 2013 and it was a positive experience overall. I decided that I would like to increase growth in the practice (which has been consistent and strong) with another acquisition as I have increased support staff and systems/processes.

I love my work and the guidance I am able to give to people.

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